обновлено 4 дня назад
Institutional Wealth Trust Strategist
Вакансия из Hirify Global, списка международных tech-компанийДля мэтча и отклика нужен Plus
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Institutional Wealth Trust Strategist (Trust Administration and Wealth Management): Administering institutional trust accounts in accordance with controlling documents, applicable laws, regulations, and policies with an accent on client relationships, investment coordination, and regulatory compliance. Focus on ensuring appropriate asset allocation, developing trust and investment management clients, managing associates, and delivering accurate accountings.
Location: Dallas, TX, United States
Company
is a banking organization providing wealth management, trust administration, and investment management services.
What you will do
- Administer assigned institutional trust accounts according to controlling documents, laws, regulations, and internal policies.
- Coordinate with portfolio managers to support appropriate asset allocation and investment management.
- Maintain relationships with clients, professional advisors, bankers, legal professionals, and accounting professionals.
- Support sales efforts and develop new trust and investment management clients.
- Ensure required accountings are provided to parties associated with administered trusts.
- Manage assigned associates, including hiring, performance management, salary recommendations, onboarding, training, and skills development.
Requirements
- BS/BA degree from an accredited university or four to six years of wealth management experience.
- Ability to analyze financial reports and legal documents and interpret regulations and procedures.
- Strong organizational, communication, interpersonal, and problem-solving skills.
- Ability to present information to clients, employees, managers, boards of directors, and the general public.
- Working knowledge of Microsoft Word, Excel, and Outlook.
Nice to have
- CPA, CFP, law degree, or ABA designation in the relevant area.
- ABA trust certification.
- Training in investments, financial planning, estate administration, or another trust-related field.
Culture & Benefits
- Participation in community and civic activities.
- Involvement in budget preparation and departmental compliance activities.
- Required compliance training and adherence to applicable laws, regulations, policies, and procedures.
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